Jackson Wealth Management, LLC DWS EQUITY 500 INDEX VIP Transaction History

Jackson Wealth Management, LLC

  • $572 Million
  • Q1 2025
Number of Shares
139,831
Previous 142,459 1.84%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
N/A
-2,628 Reduced 1.84%
139,831 $0
Q4 2024

Jan 27, 2025
SELL
N/A
-322 Reduced 0.23%
142,459 $0
Q3 2024

Oct 22, 2024
BUY
N/A
48,655 Added 51.69%
142,781 $0
Q2 2024

Jul 01, 2024
SELL
N/A
-53,561 Reduced 36.27%
94,126 $0
Q1 2024

Jun 11, 2024
SELL
N/A
-1,861 Reduced 1.24%
147,687 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-373 Reduced 0.25%
149,548 $0
Q3 2023

Nov 14, 2023
BUY
N/A
149,921 New
149,921 $0
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